Who’s legally responsible when your 401(k) plan gets hit with a lawsuit—your company, or your advisor?
And is your advisor someone who takes accountability, or someone who simply makes suggestions and walks away?
Wendy Eldridge, MBA®, CPFA™
 
 Wendy brings 25 years of experience in the retirement plan industry. As a Retirement Plan Advisor, she customizes retirement plans to suit her clients' individual needs while also offering financial coaching to plan participants. Wendy is a member of the National Association of Plan Advisors (NAPA) and serves on the steering committee for the 2025 NAPA 401(k) Summit.
Recent Posts
Fiduciary vs. Broker Dealer: Who should manage your company 401k?
Posted by
Wendy Eldridge, MBA®, CPFA™ on Oct 22, 2025 9:15:00 AM
Topics: Corporate Retirement Plan

 
